About

Our Mission

We are committed to honoring God in all we do.

We are dedicated to seeing our clients identify and help realize their dreams and financial goals.

Our professional integrity and individual concern, along with knowledge, experience and resolve will produce innovative strategies and long-term solutions.

 Our Values

We are keenly aware that even the best advice cannot be received nor implemented outside of a genuine, personal relationship.

Integrity is of the highest value, without which nothing has value.  We are committed to honesty, objectivity and reliability in all our client interactions.

We are devoted to lifelong learning, to staying current with changing regulatory rules and legal precedents, and are committed to ongoing market research and product development.

We understand that trust is earned every day and proved every day thereafter. Our goal is to be trustworthy from consult to implementation of ideas and solutions.

Contact our strategic partner, Silverberg & Cook, Inc., for tax and accounting services.   Silverberg & Cook

Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.  Advisory Services offered through Newcastle Financial Advisors, Inc. a Registered Investment Adviser.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

 

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